Solved

We implemented Avatax with Certcapture about four months ago. If I have a customer that is generally exempt but has a project that is not, I have been going into Certcapture to expire the exemption to force tax. This is a cumbersome process. Avatax has an option to set an over ride word to force tax but Acumatica does not that I know of support this. The over ride in Avatax is looking at the entity usage code field for that information. I am unable to add an over ride code into Acumatica’s entity use code field. I talked with a few people at the Summit and the only suggestion I received was to create a duplicate customer different address.Any help is greatly appreciated.  

We are in the process of moving to 22R2 and we have created a sandbox for testing.  As part of that process we made a copy of our production DB and attached it to the sandbox for testing.  One thing that we need to do is change the S3 PROD credentials that moved with the copy to point to our Sandbox S3.  It seems that the information is locked and we cant change the configurations.  Any help would be appreciated.

When creating a Drop Ship type PO, the Add Project Item does not populate the selected product with the Orginal Budgeted Quantity and Unit Rate from the Cost Budget. As you can see, I have selected the line item which has Original Budgeted Quantity of 41.When I click add and close this is the result:TMy expected behavior for this button is for the order QTY to be populated by Original Budgeted Quantity and Unit Cost to be populated by Unit Rate from the project cost budget.As is, I must download the cost budget and chop up the excel to what I want on the PO and then upload, eliminating the purpose of the button, not to mention being a tedious, clunky process.If I use it, I must hand enter the order quantity and cost for every line, copying by visual reference from another tab. This is tedious, cumbersome and introduces opportunity for mistakes.

Is there any way to assign report versions of the same report to different companies/branches. I have seen a few workflow related solutions but wasn’t sure if there was a simpler method before going down that path. 

We are upgrading from 2019 to 2020R2 and while doing so we noticed one of the methods CreateDefPaymentMethod is no longer available in 2020 R2. Can anyone suggest what is the alternate method that can be used or we just remove the method.

Hi All,We are currently exploring options to keep track of expiration Dates for Non-Stock items.Our client has Expiration Dates for Consumables that are Expensed right away and are in general treated like a Non-Stock Item.Before recommending rethinking the usage of these items to be Stock items, we wanted to see if there are any ideas or proven ways out there to keep track of Expiration Dates for Non-Stock items? Inventory Levels are not really needed but it should serve as an Indicator of what material they need to get rid of within their Facility. One example is Specialty Glue. Any ideas on how this could be accomplished without the need of having a Stock item for this. 

Is there any possibility to schedule operations not only by the restrictions of capacities and constraint dates but in addition by attributes?Use cases:- Food production: Producing food with and without nuts. Workload planned for one week on the same resource (mixer). User wants to have a schedule for producing first the items without nuts in BOM and only after that the items with nuts to make sure that the "nut-free" products are not polluted by rest of nuts. Mixer will be cleaned only at the end of the week.- paint production: sequece should be from light to dark on one and the same machine.- other industries: tool optimization for reducing the set up time for preparing the machines for the different products.

Are there any heavy highway contractors here that are willing to share their standard cost codes? I’m working with a client who uses unique cost codes for each project and would love to show them an example of a standardized structure specific to their industry. 

My understanding is that there is no functionality tied to Item Type within the system, that it is a way of categorizing data.  With that in mind, I am interested in adding other Item Types to the system to further manage/categorize Non-Stock Items.  I have not found any options or methods to maintain the list of Types available for selection within the modules.

Our production process involves purchasing some items directly from the production order through Critical Materials in order to maintain the link upon receipt and ultimately the release/issuance of materials.However, there exists times where some of these items will arrive late (beyond our production end date). In these cases, we will still complete and close the production order (& ship out the order) despite not receiving certain items. This order is considered short shipped, as we shipped the order without certain items.These missing items are then added to a Sales Order and shipped and installed at the client’s site at a future date - once received. We have run into an issue as the goal would be:Once we close the production order, we would like to move the “short shipped” items to a Sales Order and link to the outstanding PO. The issue I’m having is I’m unable to unlink that PO from the now closed production order. As a result, I’m unable to link the PO to the newly created Sal

Hello everyone. We use the cloud version of Acumatica. We have a VAR and also work with MaxQ, and they both provide custom solutions in the form of customization projects. We also have two internal teams that create customization projects for managing our systems integrations with Acumatica. So, we have multiple sources of customization projects and a fairly frequent need to publish them. When we publish, we need to disable our systems integrations and schedule an Acumatica lockout so that users are out of the system and don’t lose their work when the website restarts. This means that we’re either locking out users during business hours, or frequently working outside of business hours to publish. Is there any alternative to this? How do other folks manage their need to publish customization projects?Thanks, Dave 

I have been asked if it’s possible to set the From Period to default to 01-2022 instead of 01-2023.  I’m not sure how to go about doing this.  I presume I need to somehow get the correct Period ID from the string 01-2022 or date 01/01/2022 and set it in the FieldDefaulting Event Handler but I’m not sure how to go about getting the PeriodID to set.Thanks for any advice,Phil

Is there a way I can correct / update an order after it has been invoiced? specifically for the sps edi tab for shipments. Normally I place a reference number under the SPS EDI tab for and order before it’s invoiced, however I accidentally hit prepare invoice instead of correct shipment. Now when I try to add the reference number to the order that was invoiced the “correct shipment” option is greyed out and unable to update the SPS EDI tab.

I need to create a new testing tenant and only want to copy over master files (i.e. vendors, customers, chart of accounts, inventory (stock and non-stock items) and settings for payables, receivables, and general ledger, and inventory. What is the best method to do this and what is the estimated investment in time to create this scenario? 

I am lookin to see if we create one Vendor Tax Agency and put multiple tax zones for every state as well as zip codes it that would work correctly.  I know there are services out there i.e. Vertex but we are trying to do this internal and manually.  Thank you.

Hello Everyone, There are times when our accounting department would need to print out a journal transaction record, is there a built-in option for this? Similar to SO and PO? Thank you in advance! Kind regards,mrivera67

How i view Deleted Records of BILL of MaterialDear Fellowsif i deleted bill of material BOM000017 how i view this record in aCumaticaERPin GI i click show deleted records but i can  t get any feild ya table for deleted record of bom

Hi,I’m new to the acumatica development and I had to create a new screen, In the screen I need to get customer currency code after the customer is selected.This is my DAC code for customer     #region CustomerID     [PXDefault]     [CustomerActive(DisplayName = "Customer",DescriptionField = typeof(Customer.acctName))]     public virtual int? CustomerID { get; set; }     public abstract class customerID : PX.Data.BQL.BqlInt.Field<customerID> { }      #endregionThis is my Field Update event is Graph.cs file      protected void _(Events.FieldUpdated<APProforma,            APProforma.customerID> e)        {            APProforma row = e.Row;            if (row.CustomerID != null)            {                               Customer cust = PXSelectorAttribute.Select<                    APProforma.customerID>(e.Cache, row) as Customer;                                               row.currency = cust.CuryID;                            }                   }After I adding the

Hi There,  Can anyone help me figure out to remove an unposted GL transaction? I originally made a gl transaction for Dec 2022 that was auto-reversing in Jan 2023, before I had ‘Opened’ the Jan 2023 period. I released it and realized my mistake and the entry became ‘unposted’. I opened Jan 2023 period and made a new GL entry in it’s place. When I tried to close the December 2022 period, I got a message that I still had unposted transactions. I’m not sure how to get rid of it? I don’t want to reverse it because the reversal of the reversing entry will now ‘Post’ that Jan is open and it won’t have the initial entry to clear it out. Can anyone help me? Thanks!Vanessa

Background:Client has bill of material with two operations. Their process is to issue all materials upon release of the production order. They backflush labor however at this time no labor is being capitalized due to $0 cost in the work centers. Client uses the FIFO valuation method. Issue:Upon release of a production order and related material, client creates a move transaction for some of the planned items. For example, if the Production order is for 450 items, the first move transaction may be for 100 items. When they create the move transaction, the material costs to produce 450 items gets allocated to the 100 items in the first move. When the remainder of the items are completed, they are put into inventory at $0. Why doesn’t the system allocate the appropriate cost to the items as they are completed so that each item is costed the same? 

Often a client will issue a check in one financial period and then void it in another.  If the check is voided before the bank reconciliation is done, the check has a balance of 0 on the bank rec.The proper way to handle this is to include the amount as outstanding in the month is was issued and voided/cleared in the month it was voided.For instance, if a check is issued 8/15/2022 for $5,000 and voided on 9/10/2022.  The August, 2022 reconciliation needs to show the $5,000 as an outstanding item.  

We have customers who use Average cost valuation on their compoenent and raw material inventory valuation.Currently, when a production order is created from a Bill of Material, the average unit cost from the stock item is used as the planned unit cost for these items on the production order.  Our customers would like retain the material unit cost entered on their Bills of Material to the material unit cost on production orders created from the Bill of Material. Is there a configuration that accomplishes this?

I am currently writing an export scenario to write inventory part attributes to a third party SQL table I used to print product labels. I have established a connection to the table with a data provider, and can load my data in the SQL table.  However, I am struggling with the proper syntax to update an existing record.  Currently, I keep adding new rows, duplicating my table.  Does anyone have a similar solution / requirement I can speak with?

Hello,Been here multiple times with this same report, I’d like to ask how it’s possible for me to NOT display the qty and uom of an item that lists down multiple serial numbers every time SN is displayed?I originally used this Prev statement:IIf(Prev([SOShipLine.OriginalShippedQty])=[SOShipLine.OriginalShippedQty], '', [SOShipLine.OriginalShippedQty]And offourse, the result is, I’ll never get the same QTY or same UOM, though it’s another Item in the list. I do not wish that to happen, what formula can I use? I appreciate any help! Paula

Hello community,I have this existing formula where multiple serial#s per item are listed down, but the thing is, say I have 20 serial#s for that item, it lists down the name of the item, its price, and qty again and again (please take a look at the picture). In a separate concern, I received a formula in which I can make a condition that if the same description exists in the previous line, it won’t display again. But I don’t know if it’s possible and how should I insert it in my formula.Here’s my formula:=IIf(IsNull([SOShipLine.LotSerialNbr], [SOShipLine.TranDesc])<>’’, [SOShipLine.TranDesc] +'{br}'+ 'SN: ' + [SOShipLine.LotSerialNbr], [SOShipLine.TranDesc]) And here’s what I wanna add to get my desired result:IIf(Prev([SOShipLine.TranDesc])=[SOShipLine.TranDesc], '', [],[SOShipLine.TranDesc] Can somebody please analyze how this would work for me? Huge thanks! Tagging Sir @aaghaei ,this is a follow up concern sir. Could you assist further? Thanks